What performance insights are you missing?
We support most major brokers. Let us know if you need us to add your broker and we can usually have it added within 24-48 hours.
Right now we only support US markets with data provided by IEX. We plan on adding more markets in the future.
Yes. We can group individual option trades into spreads like verticals, iron condors and covered calls etc... Let us know if we don't support a strategy and we'll go ahead and add it.
When an option is exercised or assigned stock we track the profit and loss from that opened stock. If your option closed at a loss, but the stock soared, we will show you that net gain.
We support options exported as a csv file from ThinkOrSwim, tastyworks, Fidelity, Charles Schwab, E*Trade, and Interactive Brokers. Let us know if you don't see your broker on this list.
We use a handful of technical analysis indicators to determine the strength and momentum of a particular stock. The indicators are meant to be a simple way to get a high level rating of a stock.